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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,102 | $226,090-62.8% | $182,531-53.9% | $152,885-45.0% |
| Participation rate | 61.9% | 82.5%-20.6pp | 78.0%-16.1pp | 82.5%-20.5pp |
| Annual return | 23.92% | 192.57%-168.6pp | 148.57%-124.6pp | 345.39%-321.5pp |
| Employer contribution / active EE | $1,077 | $4,978-78.4% | $4,075-73.6% | $4,763-77.4% |
| Participant deferral / active EE | $7,764 | $6,369+21.9% | $5,525+40.5% | $5,851+32.7% |
| Admin fee / account holder | $10,685 | $10,705-0.2% | $8,593+24.3% | $11,598-7.9% |